A-to-Z Index

One-On-One Counseling Sessions

Let these companies help you make financial decisions that are right for you. Schedule an appointment today with a consultant to discuss your personal financial situation on a confidential basis. They will be available to discuss how to help meet you financial goals with products, such as mutual funds and annuities, or other financial matters you have. Sessions start at 9:00 a.m. - 5:00 p.m. and will be held on the 3rd floor of the Wine Price building, North Campus, 752 Ott Street. 

2014 Schedule

VALIC matching plan review

January 7
February 4
March 4
April 1
May 6
June 3
July 1
August 5
September 2
October 7
November 4
December 2

To schedule an appointment in advance call (888) 477-2680 or email sean.lankard@valic.com or email michael.cooley@valic.com or by phone at (800) 892-5558 Ext. 88900

Fidelity on campus dates for one-on-one counseling

December 9, 2013
January 10
February 21
March 14
April 11
May 9
June 19
July 11

To schedule an appointment call (508) 284-3109 or log on to www.fidelity.com/atwork/reservations

TIAA-CREF on campus dates for one-on-one counseling

January 9
February 6
March 6
April 3
May 1
June 5
July 10
August 7 - 8
September 4 - 5
October 2 - 3
November 6
December 5

To schedule an appointment call (866) 842-2044 or log on to www.tiaa-cref.org/moc.

ICMA-RC on campus date for Individual Consultations
Consulations available from 9:00 a.m. - 4:00 p.m.

March 13
May 7
September 3
December 9     

To schedule an appointment contact Steve McGregor at 855-253-1453 toll free or email SMcGregor@icmarc.org.